LinkedIn task activities in CRMs:
About: The document outlines the process of accessing LinkedIn task activities within various CRMs. It provides step-by-step instructions for accessing LinkedIn task activities for different CRM types, including Salesforce, HubSpot, Pipedrive, Bullhorn, Sellsy, Zoho, and Odoo.
| CRM types | Activity types | Visual representation |
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Salesforce
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1. LinkedIn activity: i. Log in to your Salesforce account. ii. Go to the leads section. iii. Click on any lead. iv. The LinkedIn task activities are visible in the Notes area on the right side of the screen.
*The activity is displayed in the notes area for contacts as well.
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Hubspot:
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1. LinkedIn task Activities 1. Log in to your Hubspot account. 2. Click on any Contact. 3. Go to the Activities area. 4. Click on Activity to see the task activities. You can see the activities in the Notes section too. |
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Pipedrive
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1. LinkedIn Activity: i. Log in to your Pipedrive account. ii. Click on any Person. iii. Scroll down to the Notes section to find the LinkedIn task activity. |
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Bullhorn
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1. LinkedIn Activity: i. Log in to your Bullhorn account. ii. Click on any contact. iii. Go to the Notes section to find the LinkedIn task activity. For candidates and companies, the activity is shown in the notes area too. |
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Sellsy
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1. LinkedIn Activity: i. Log in to your Sellsy account. ii. Click on any contact. iii. Go to the Comments section under the heading Timeline to find the LinkedIn task activity.
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Zoho
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1. LinkedIn Activity: i. Log in to your Zoho account. ii. Click on any Lead. iii. Click on the Timeline option. Iv. Scroll down to the area History to find the LinkedIn task activity. *The activity is displayed in the Timeline area for contacts as well.
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Odoo
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1. LinkedIn Activity: i. Log in to your Odoo account. ii. Click on any Contact. iii. Scroll down to the activity area to find the LinkedIn task activities. The activity is displayed in the activity area for contacts as well.
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